protected void OnItemInserted(object sender, CrmEntityFormViewInsertedEventArgs e) { var account = XrmContext.CreateQuery("account").FirstOrDefault(c => c.GetAttributeValue <Guid>("accountid") == e.EntityId); if (account == null) { throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", e.EntityId)); } var parentCustomerAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id); if (parentCustomerAccount == null) { throw new Exception("Parent Customer Account could not be found associated to the current user's contact."); } account.SetAttributeValue("msa_managingpartnerid", parentCustomerAccount.ToEntityReference()); var accountId = account.GetAttributeValue <Guid>("accountid"); XrmContext.UpdateObject(account); XrmContext.SaveChanges(); var url = GetUrlForRequiredSiteMarker("Create Customer Contact"); url.QueryString.Set("AccountId", accountId.ToString()); url.QueryString.Set("SetAsPrimary", "true"); url.QueryString.Set(FromCreateOpportunity ? "FromCreateOpportunity" : "ReturnToAccount", "true"); Response.Redirect(url.PathWithQueryString); }
protected void SetPrimaryContactButton_Click(object sender, EventArgs e) { var selectedGuid = new Guid(PrimaryContactList.SelectedItem.Value); var contact = XrmContext.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == selectedGuid); if (contact == null) { throw new ApplicationException(string.Format("Couldn't find contact with contactid equal to {0}.", selectedGuid)); } var account = XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == AccountToEdit.GetAttributeValue <Guid>("accountid")); if (account == null) { throw new ApplicationException(string.Format("An account with the account ID equal to {0} couldn’t be found.", AccountToEdit.GetAttributeValue <Guid>("accountid"))); } account.SetAttributeValue("primarycontactid", contact.ToEntityReference()); XrmContext.UpdateObject(contact); XrmContext.UpdateObject(account); XrmContext.SaveChanges(); SuccessMessage.Visible = true; }
protected void InviteContact(Entity contact) { var invitation = new Entity("adx_invitation"); invitation.SetAttributeValue("adx_name", "Auto-generated email confirmation"); invitation.SetAttributeValue("adx_type", new OptionSetValue(756150000)); // Single invitation.SetAttributeValue("adx_invitecontact", contact.ToEntityReference()); invitation.SetAttributeValue("adx_invitationcode", XrmContext.CreateInvitationCode()); var oppPermissions = new Entity("adx_opportunitypermissions"); oppPermissions.SetAttributeStringTruncatedToMaxLength(XrmContext, "adx_name", "opportunitity permissions for " + contact.GetAttributeValue <string>("fullname")); oppPermissions.SetAttributeValue("adx_contactid", contact.ToEntityReference()); oppPermissions.SetAttributeValue("adx_accountid", contact.GetAttributeValue <EntityReference>("parentcustomerid")); oppPermissions.SetAttributeValue("adx_scope", new OptionSetValue((int)Enums.OpportunityAccessScope.Self)); oppPermissions.SetAttributeValue("adx_read", true); var channelPermissions = new Entity("adx_channelpermissions"); channelPermissions.SetAttributeStringTruncatedToMaxLength(XrmContext, "adx_name", "channel permissions for " + contact.GetAttributeValue <string>("fullname")); channelPermissions.SetAttributeValue("adx_contactid", contact.ToEntityReference()); channelPermissions.SetAttributeValue("adx_accountid", contact.GetAttributeValue <EntityReference>("parentcustomerid")); XrmContext.AddObject(invitation); XrmContext.AddObject(channelPermissions); XrmContext.AddObject(oppPermissions); XrmContext.UpdateObject(contact); XrmContext.SaveChanges(); // Execute workflow to send invitation code in confirmation email XrmContext.ExecuteWorkflowByName(ServiceContext.GetSiteSettingValueByName(Website, "Account/EmailConfirmation/WorkflowName") ?? "ADX Sign Up Email", invitation.Id); }
protected void OnItemInserted(object sender, CrmEntityFormViewInsertedEventArgs e) { var account = XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == (Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? Guid.Empty : Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id)); var contact = XrmContext.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == e.EntityId); if (account == null || contact == null) { throw new Exception("Unable to retrieve account or contact for the logged in user."); } contact.SetAttributeValue("parentcustomerid", account.ToEntityReference()); //XrmContext.UpdateObject(account); if (Invite) { InviteContact(contact); } XrmContext.UpdateObject(contact); XrmContext.SaveChanges(); var url = GetUrlForRequiredSiteMarker("Manage Partner Account"); Response.Redirect(url.PathWithQueryString); }
protected void UpdateButton_Click(object sender, EventArgs e) { if (Case == null) { throw new NullReferenceException("Case must not be null. Update failed."); } Case.Adx_ModifiedByUsername = Contact.FullName; Case.Adx_ModifiedByIPAddress = Request.UserHostAddress; XrmContext.Attach(Case); XrmContext.UpdateObject(Case); XrmContext.SaveChanges(); XrmContext.Detach(Case); var contactName = Contact.FullName; var noteSubject = "Note created on " + DateTime.Now + " by " + contactName; if (!string.IsNullOrEmpty(NewNote.Text) || (Attachment.PostedFile != null && Attachment.PostedFile.ContentLength > 0)) { XrmContext.AddNoteAndSave(Case, noteSubject, "*WEB* " + NewNote.Text, Attachment.PostedFile); } if (System.Web.SiteMap.CurrentNode == null) { return; } Response.Redirect(Request.RawUrl); }
protected void ResolveButton_Click(object sender, EventArgs e) { EditPanel.Enabled = false; CloseRelatedActivities(); Case.CustomerSatisfactionCode = int.Parse(Satisfaction.SelectedValue); XrmContext.Attach(Case); XrmContext.UpdateObject(Case); XrmContext.SaveChanges(); XrmContext.SetCaseStatusAndSave(Case, "Resolved", Resolution.Text); XrmContext.Detach(Case); Response.Redirect(Request.RawUrl); }
protected void SubmitButton_Click(object sender, EventArgs e) { if (userName == passwordTextBox.Text) { Message1.Visible = true; Message1.Text = "Old password and new password must be different. Please try again."; } else { Message1.Visible = false; LoginContact.Adx_password = passwordTextBox.Text; LoginContact.Adx_changepasswordatnextlogon = false; XrmContext.Attach(LoginContact); XrmContext.UpdateObject(LoginContact); XrmContext.SaveChanges(); XrmContext.Detach(LoginContact); Response.Redirect("login", true); } }
private void SaveAccountDetails(Account account) { if (account == null) { return; } account.Name = AccountName.Text; account.WebSiteURL = AccountWebsite.Text; account.Address1_Line1 = AccountAddress1.Text; account.Address1_Line2 = AccountAddress2.Text; account.Address1_Line3 = AccountAddress3.Text; account.Address1_City = AccountCity.Text; account.Address1_StateOrProvince = AccountProvince.Text; account.Address1_PostalCode = AccountPostalCode.Text; account.Address1_Country = AccountCountry.Text; XrmContext.UpdateObject(account); XrmContext.SaveChanges(); }
protected void Login1_Authenticate(object sender, System.Web.UI.WebControls.AuthenticateEventArgs e) { if (LoginContact == null) { e.Authenticated = false; } else { if (LoginContact.Adx_username == Login1.UserName) { if (LoginContact.Adx_changepasswordatnextlogon.Value) { var portal = PortalCrmConfigurationManager.CreatePortalContext(); var website = (Adx_website)portal.Website; var page = (Adx_webpage)portal.ServiceContext.GetPageBySiteMarkerName(portal.Website, "ChangePassword"); string redirectURL = page.Adx_PartialUrl + "?UserName="******"&Password=" + Server.UrlEncode(Login1.Password); Response.Redirect(redirectURL); } else { LoginContact.Adx_LastSuccessfulLogon = DateTime.Now; XrmContext.Attach(LoginContact); XrmContext.UpdateObject(LoginContact); XrmContext.SaveChanges(); XrmContext.Detach(LoginContact); e.Authenticated = true; FormsAuthentication.RedirectFromLoginPage(Login1.UserName, true); } } else { e.Authenticated = false; } } }
protected void SubmitButton_Click(object sender, EventArgs e) { if (!Page.IsValid) { return; } if (!Request.IsAuthenticated) { return; } if (AccountInformation.Visible) { var contactAccount = Contact.contact_customer_accounts; SaveAccountDetails(XrmContext.AccountSet.FirstOrDefault(a => a.AccountId == contactAccount.AccountId)); } if (SelfInformation.Visible) { var contact = XrmContext.MergeClone(Contact); SetContactDetails(contact); XrmContext.UpdateObject(contact); ManageLists(XrmContext, contact); XrmContext.SaveChanges(); } var snippet = RegistrationPanel.FindControl("ProfileUpdatedMsg"); if (snippet != null) { snippet.Visible = true; } }
protected void OnItemInserted(object sender, CrmEntityFormViewInsertedEventArgs e) { var contact = XrmContext.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == e.EntityId); if (contact == null) { throw new Exception(string.Format("A contact couldn't be found with a contact ID equal to {0}.", e.EntityId)); } var parentCustomerAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : ServiceContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id); if (parentCustomerAccount == null) { throw new Exception("Parent Customer Account could not be found associated to the current user's contact."); } Guid accountId = (Guid.TryParse(CompanyNameList.SelectedValue, out accountId)) ? accountId : Guid.Empty; var account = XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == accountId); var opportunity = OriginatingOpportunity == null ? null : XrmContext.CreateQuery("opportunity").FirstOrDefault(o => o.GetAttributeValue <Guid>("opportunityid") == OriginatingOpportunity.Id); if (opportunity != null) { var contactCrossover = opportunity.GetRelatedEntities(XrmContext, new Relationship("adx_opportunity_contact")).FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == contact.GetAttributeValue <Guid>("contactid")); var oppnote = new Entity("adx_opportunitynote"); if (contactCrossover == null) { XrmContext.AddLink(opportunity, new Relationship("adx_opportunity_contact"), contact); oppnote.SetAttributeValue("adx_name", "Contact Added: " + contact.GetAttributeValue <string>("fullname")); oppnote.SetAttributeValue("adx_date", DateTime.UtcNow); oppnote.SetAttributeValue("adx_description", "Contact Added: " + contact.GetAttributeValue <string>("fullname")); oppnote.SetAttributeValue("adx_opportunityid", opportunity.ToEntityReference()); var assignedToContact = opportunity.GetRelatedEntity(XrmContext, new Relationship("msa_contact_opportunity")); oppnote.SetAttributeValue("adx_assignedto", assignedToContact != null ? assignedToContact.GetAttributeValue <string>("fullname") : string.Empty); XrmContext.AddObject(oppnote); XrmContext.UpdateObject(opportunity); } } contact.SetAttributeValue("msa_managingpartnerid", parentCustomerAccount.ToEntityReference()); if (account != null) { contact.SetAttributeValue("parentcustomerid", account.ToEntityReference()); XrmContext.UpdateObject(account); } XrmContext.UpdateObject(contact); if (SetAsPrimary) { if (account == null) { throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", accountId)); } account.SetAttributeValue("primarycontactid", contact.ToEntityReference()); XrmContext.UpdateObject(account); } XrmContext.SaveChanges(); if (opportunity != null) { var url = GetUrlForRequiredSiteMarker("Opportunity Details"); url.QueryString.Set("OpportunityID", opportunity.GetAttributeValue <Guid>("opportunityid").ToString()); Response.Redirect(url.PathWithQueryString); } else if (ReturnToAccount) { if (account == null) { throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", accountId)); } var url = GetUrlForRequiredSiteMarker("Edit Customer Account"); url.QueryString.Set("AccountID", account.Id.ToString()); Response.Redirect(url.PathWithQueryString); } else if (FromCreateOpportunity) { if (account == null) { throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", accountId)); } var url = GetUrlForRequiredSiteMarker("Create Opportunity"); url.QueryString.Set("AccountId", account.Id.ToString()); Response.Redirect(url.PathWithQueryString); } else { var url = GetUrlForRequiredSiteMarker("Manage Customer Contacts"); Response.Redirect(url.PathWithQueryString); } }
protected void SaveButton_Click(object sender, EventArgs args) { foreach (GridViewRow row in NewOpportunitiesList.Rows) { var dataKey = new Guid(NewOpportunitiesList.DataKeys[row.RowIndex].Value.ToString()); var cellCount = row.Cells.Count; var acceptCell = row.Cells[cellCount - 2]; var accept = acceptCell.FindControl(dataKey + "_accept") as CheckBox; var declineCell = row.Cells[cellCount - 1]; var decline = declineCell.FindControl(dataKey + "_decline") as CheckBox; var opportunity = XrmContext.CreateQuery("opportunity").FirstOrDefault(o => o.GetAttributeValue <Guid>("opportunityid") == dataKey); if (SavedOpportunities.Contains(dataKey.ToString()) || (!accept.Checked && !decline.Checked) || (accept.Checked && decline.Checked)) { continue; } var partnerReference = opportunity.GetAttributeValue <EntityReference>("msa_partnerid"); if (partnerReference == null) { continue; } var partner = XrmContext.CreateQuery("account").First(a => a.GetAttributeValue <Guid>("accountid") == partnerReference.Id); var oppPermissions = XrmContext.GetOpportunityAccessByContactForParentAccount(Contact).Where(oa => oa.GetAttributeValue <bool?>("adx_acceptdecline").GetValueOrDefault(false)); if (partner.GetAttributeValue <int?>("adx_numberofopportunitiesdelivered").GetValueOrDefault(0) == 0) { partner.SetAttributeValue("adx_numberofopportunitiesdelivered", 1); } var touchrate = (double)(partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(0) + (partner.GetAttributeValue <int?>("adx_numberofopportunitiesdeclined").GetValueOrDefault(0))) / (partner.GetAttributeValue <int?>("adx_numberofopportunitiesdelivered").GetValueOrDefault(1)); partner.SetAttributeValue("adx_touchrate", touchrate); if (accept.Checked) { if (oppPermissions.ToList().Any()) { //we mark this opportunity as accepted opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Accepted)); opportunity.SetAttributeValue("stepname", OpportunityHistory.PipelinePhaseAccepted); opportunity.SetAttributeValue("adx_accepteddate", DateTime.UtcNow); partner.SetAttributeValue("adx_numberofopportunitiesaccepted", partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(0) + 1); } } else if (decline.Checked) { if (oppPermissions.ToList().Any()) { //we mark this opportunity as declined opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Declined)); opportunity.SetAttributeValue("stepname", OpportunityHistory.PipelinePhaseDeclined); partner.SetAttributeValue("adx_numberofopportunitiesdeclined", partner.GetAttributeValue <int?>("adx_numberofopportunitiesdeclined").GetValueOrDefault(0) + 1); partner.SetAttributeValue("adx_activeopportunitycount", partner.GetAttributeValue <int?>("adx_activeopportunitycount").GetValueOrDefault(0) - 1); XrmContext.AddLink(opportunity, new Relationship("adx_account_declinedopportunity"), partner); } } opportunity.SetAttributeValue("adx_expirydate", null); XrmContext.UpdateObject(opportunity); XrmContext.UpdateObject(partner); XrmContext.SaveChanges(); SavedOpportunities += dataKey + ","; } RestoreCheckedValues(); //Response.Redirect(Request.RawUrl); }
protected void FindTimes_Click(object sender, EventArgs args) { var startTimeInMinutesFromMidnight = int.Parse(StartTime.SelectedValue); var startDate = StartDate.SelectedDate.AddMinutes(startTimeInMinutesFromMidnight); var endTimeInMinutesFromMidnight = int.Parse(EndTime.SelectedValue); var endDate = EndDate.SelectedDate.AddMinutes(endTimeInMinutesFromMidnight); if (!SelectedDatesAndTimesAreValid(startDate, endDate, startTimeInMinutesFromMidnight, endTimeInMinutesFromMidnight)) { return; } // Add the timezone selected to the CRM Contact for next time. var contact = XrmContext.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == Contact.Id); if (contact == null) { throw new ApplicationException(string.Format("Could not find user contact where contactid equals '{0}'", Contact.Id)); } contact.SetAttributeValue("adx_timezone", int.Parse(TimeZoneSelection.SelectedValue)); XrmContext.UpdateObject(contact); XrmContext.SaveChanges(); var usersMinutesFromGmt = GetUsersMinutesFromGmt(contact.GetAttributeValue <int?>("adx_timezone"), XrmContext); var appointmentRequest = new AppointmentRequest { AnchorOffset = Service.GetAttributeValue <int?>("anchoroffset").GetValueOrDefault(), Direction = SearchDirection.Forward, Duration = Service.GetAttributeValue <int?>("duration").GetValueOrDefault(60), NumberOfResults = 10, RecurrenceDuration = endTimeInMinutesFromMidnight - startTimeInMinutesFromMidnight, RecurrenceTimeZoneCode = contact.GetAttributeValue <int?>("adx_timezone").GetValueOrDefault(), SearchRecurrenceRule = "FREQ=DAILY;INTERVAL=1", SearchRecurrenceStart = new DateTime(startDate.AddMinutes(usersMinutesFromGmt * -1).Ticks, DateTimeKind.Utc), SearchWindowEnd = new DateTime(endDate.AddMinutes(usersMinutesFromGmt * -1).Ticks, DateTimeKind.Utc), ServiceId = Service.GetAttributeValue <Guid>("serviceid") }; var service = XrmContext; var searchRequest = new OrganizationRequest("Search"); searchRequest.Parameters["AppointmentRequest"] = appointmentRequest; var searchResults = (SearchResults)service.Execute(searchRequest).Results["SearchResults"]; var schedules = searchResults.Proposals.Select(proposal => new { ScheduledStart = proposal.Start.GetValueOrDefault().ToUniversalTime().AddMinutes(usersMinutesFromGmt), ScheduledStartUniversalTime = proposal.Start.GetValueOrDefault().ToUniversalTime(), ScheduledEnd = proposal.End.GetValueOrDefault().ToUniversalTime().AddMinutes(usersMinutesFromGmt), ScheduledEndUniversalTime = proposal.End.GetValueOrDefault().ToUniversalTime(), AvailableResource = proposal.ProposalParties.First().ResourceId }).Where(proposal => proposal.ScheduledStartUniversalTime >= DateTime.UtcNow); if (!schedules.Any()) { SearchPanel.Visible = true; NoTimesMessage.Visible = true; ResultsDisplay.Visible = false; return; } AvailableTimes.DataSource = schedules; AvailableTimes.DataBind(); SearchPanel.Visible = false; ResultsDisplay.Visible = true; ScheduleServiceButton.Enabled = false; }
protected void FindTimes_Click(object sender, EventArgs args) { var startTimeInMinutesFromMidnight = int.Parse(StartTime.SelectedValue); var startDate = StartDate.SelectedDate.AddMinutes(startTimeInMinutesFromMidnight); var endTimeInMinutesFromMidnight = int.Parse(EndTime.SelectedValue); var endDate = EndDate.SelectedDate.AddMinutes(endTimeInMinutesFromMidnight); if (!SelectedDatesAndTimesAreValid(startDate, endDate, startTimeInMinutesFromMidnight, endTimeInMinutesFromMidnight)) { return; } // Add the timezone selected to the CRM Contact for next time. var contact = XrmContext.ContactSet.FirstOrDefault(c => c.ContactId == Contact.Id); contact.Adx_TimeZone = int.Parse(TimeZoneSelection.SelectedValue); XrmContext.UpdateObject(contact); XrmContext.SaveChanges(); var usersMinutesFromGmt = GetUsersMinutesFromGmt(contact.Adx_TimeZone, XrmContext); var appointmentRequest = new AppointmentRequest { AnchorOffset = Service.AnchorOffset.GetValueOrDefault(), Direction = SearchDirection.Forward, Duration = Service.Duration.GetValueOrDefault(60), NumberOfResults = 10, RecurrenceDuration = endTimeInMinutesFromMidnight - startTimeInMinutesFromMidnight, RecurrenceTimeZoneCode = contact.Adx_TimeZone.GetValueOrDefault(), SearchRecurrenceRule = "FREQ=DAILY;INTERVAL=1", SearchRecurrenceStart = new DateTime(startDate.AddMinutes(usersMinutesFromGmt * -1).Ticks, DateTimeKind.Utc), SearchWindowEnd = new DateTime(endDate.AddMinutes(usersMinutesFromGmt * -1).Ticks, DateTimeKind.Utc), ServiceId = Service.ServiceId.GetValueOrDefault() }; var service = XrmContext; var searchRequest = new OrganizationRequest("Search"); searchRequest.Parameters["AppointmentRequest"] = appointmentRequest; var searchResults = (SearchResults)service.Execute(searchRequest).Results["SearchResults"]; var schedules = searchResults.Proposals.Select(proposal => new { ScheduledStart = proposal.Start.GetValueOrDefault().ToUniversalTime().AddMinutes(usersMinutesFromGmt), ScheduledStartUniversalTime = proposal.Start.GetValueOrDefault().ToUniversalTime(), ScheduledEnd = proposal.End.GetValueOrDefault().ToUniversalTime().AddMinutes(usersMinutesFromGmt), ScheduledEndUniversalTime = proposal.End.GetValueOrDefault().ToUniversalTime(), AvailableResource = proposal.ProposalParties.First().ResourceId }); AvailableTimes.DataSource = schedules; AvailableTimes.DataBind(); SearchPanel.Visible = false; ResultsDisplay.Visible = true; ScheduleServiceButton.Enabled = false; }
protected void OnItemInserted(object sender, CrmEntityFormViewInsertedEventArgs e) { var opportunity = XrmContext.CreateQuery("opportunity").First(o => o.GetAttributeValue <Guid>("opportunityid") == e.EntityId); var opportunityProductsFromLead = opportunity.GetAttributeValue <string>("adx_opportunityproductsfromlead"); var productsList = new List <Entity>(); if (!string.IsNullOrEmpty(opportunityProductsFromLead)) { var products = XrmContext.CreateQuery("product"); var words = opportunityProductsFromLead.Split(','); foreach (var word in words) { foreach (var product in products) { if (product.GetAttributeValue <string>("name").Trim().ToUpper() == word.Trim().ToUpper()) { productsList.Add(product); } } } } foreach (var leadProduct in productsList) { if (!XrmContext.IsAttached(leadProduct)) { XrmContext.Attach(leadProduct); } XrmContext.AddLink(opportunity, new Relationship("adx_opportunity_product"), leadProduct); } opportunity.SetAttributeValue("adx_referencecode", GetOpportunityReferenceCode()); var salesStage = opportunity.GetAttributeValue <OptionSetValue>("salesstagecode") == null ? 0 : opportunity.GetAttributeValue <OptionSetValue>("salesstagecode").Value; var response = (RetrieveAttributeResponse)ServiceContext.Execute(new RetrieveAttributeRequest { EntityLogicalName = "opportunity", LogicalName = "salesstagecode" }); var picklist = response.AttributeMetadata as PicklistAttributeMetadata; if (picklist == null) { return; } foreach (var option in picklist.OptionSet.Options) { if (option != null && option.Value != null && option.Value.Value == salesStage) { opportunity.SetAttributeValue("stepname", option.Label.GetLocalizedLabelString()); } } var leadType = XrmContext.CreateQuery("adx_leadtype").FirstOrDefault(lt => lt.GetAttributeValue <string>("adx_name") == "Partner Created"); if (leadType != null) { opportunity.SetAttributeValue("adx_leadtypeid", leadType.ToEntityReference()); } XrmContext.UpdateObject(opportunity); XrmContext.SaveChanges(); var url = GetUrlForRequiredSiteMarker("Accepted Opportunities"); Response.Redirect(url); }